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28cf08a2
2021-09-23
Back down again.
Evergrande shares surged more than 30% in Hong Kong market<blockquote>恒大股价在香港市场飙升30%以上</blockquote>
28cf08a2
2021-08-31
Fly
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28cf08a2
2021-08-24
👍
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28cf08a2
2021-08-23
2 downtrend stocks
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28cf08a2
2021-08-21
Battle of the vaccines
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28cf08a2
2021-08-20
At crossroads?
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28cf08a2
2021-08-17
The run continues
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28cf08a2
2021-08-16
Big week
Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote>
28cf08a2
2021-08-15
Rally continues
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28cf08a2
2021-08-14
Oh no
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28cf08a2
2021-08-13
Well done Disney
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28cf08a2
2021-08-12
Don't know if it is good move
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28cf08a2
2021-08-11
New record again 😀
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28cf08a2
2021-08-09
😂
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28cf08a2
2021-08-06
Evs
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28cf08a2
2021-08-05
Oh no
Uber, Lyft Drive Investors Away<blockquote>优步、Lyft赶走投资者</blockquote>
28cf08a2
2021-08-04
New High again, nice
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28cf08a2
2021-08-02
Interesting
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28cf08a2
2021-08-01
Good results but still drop?
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28cf08a2
2021-07-31
What's next
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去老虎APP查看更多动态
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","listText":"Back down again. ","text":"Back down again.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863185436","repostId":"1126640945","repostType":4,"repost":{"id":"1126640945","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1632360999,"share":"https://www.laohunote.com/m/news/1126640945?lang=zh_CN&edition=full","pubTime":"2021-09-23 09:36","market":"hk","language":"en","title":"Evergrande shares surged more than 30% in Hong Kong market<blockquote>恒大股价在香港市场飙升30%以上</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1126640945","media":"Tiger Newspress","summary":"Evergrande shares surged more than 30% in Hong Kong market.","content":"<p>Evergrande shares surged more than 30% in 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09:36</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Evergrande shares surged more than 30% in Hong Kong market.</p><p><blockquote>恒大股价在香港市场飙升超过30%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6badddd64f3eeb104283bc6b19b2aef4\" tg-width=\"892\" tg-height=\"634\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126640945","content_text":"Evergrande shares surged more than 30% in Hong Kong market.","news_type":1,"symbols_score_info":{"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":2304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818132838,"gmtCreate":1630382473724,"gmtModify":1704959468878,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Fly","listText":"Fly","text":"Fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/818132838","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834051366,"gmtCreate":1629763711455,"gmtModify":1631891113306,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834051366","repostId":"2161777891","repostType":4,"isVote":1,"tweetType":1,"viewCount":2239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":832431418,"gmtCreate":1629674327734,"gmtModify":1631891113308,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"2 downtrend stocks ","listText":"2 downtrend stocks ","text":"2 downtrend stocks","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832431418","repostId":"1133515985","repostType":4,"isVote":1,"tweetType":1,"viewCount":2243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836220440,"gmtCreate":1629502123380,"gmtModify":1631891113313,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Battle of the vaccines","listText":"Battle of the vaccines","text":"Battle of the vaccines","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/836220440","repostId":"2160710721","repostType":4,"isVote":1,"tweetType":1,"viewCount":3103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":838597236,"gmtCreate":1629418124425,"gmtModify":1631891113314,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"At crossroads? ","listText":"At crossroads? ","text":"At crossroads?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/838597236","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":2492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":839238634,"gmtCreate":1629160321528,"gmtModify":1631891113316,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"The run continues ","listText":"The run continues ","text":"The run continues","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839238634","repostId":"2160278866","repostType":4,"isVote":1,"tweetType":1,"viewCount":2276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830606836,"gmtCreate":1629068438225,"gmtModify":1631891113319,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Big week","listText":"Big week","text":"Big week","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830606836","repostId":"1129589874","repostType":4,"repost":{"id":"1129589874","kind":"news","pubTimestamp":1629067868,"share":"https://www.laohunote.com/m/news/1129589874?lang=zh_CN&edition=full","pubTime":"2021-08-16 06:51","market":"us","language":"en","title":"Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589874","media":"Barrons","summary":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.","content":"<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商们已经准备好挺身而出。沃尔玛(Walmart)和家得宝(Home Depot)将于周二发布报告,劳氏(Lowe's)、塔吉特(Target)和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点,Foot Locker 将于周五收盘。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测,继 6 月份上涨 0.6% 之后,上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的 Pandora 和 Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩,Deere将于周五收盘。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标: 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数,以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后,世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下,7 月份总体商业状况指数上涨了 26 点,创下了 43.0 的历史新高。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二 8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora 和 Krispy Kreme 等公司在评级举办了财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry & Associates 和 La-Z-Boy 将在收盘后公布财务业绩,并将于次日上午(8 月 18 日)举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月份工业部门产能利用率。共识评级为 75.7%,与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月份零售销售数据。继 6 月份上涨 0.6% 之后,经季节性调整后,预计环比下降 0.3%。不包括汽车,支出预计增长 0.2%,而上月增长 1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三 8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、Brinker International、Analog Devices、Synopsys、Lumentum Holdings 和 Nvidia 在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局</b>7 月份的新住宅开工报告预计将显示,经季节性调整后的新屋开工年率为 161.0 万套,低于 6 月份的 164.3 万套。3 月份新屋开工量达到疫情后的峰值 173 万套。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四 8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后,LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Nvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nNvidia, Tencent,Walmart, Target and Other Stocks to Watch This Week<blockquote>英伟达、腾讯、沃尔玛、塔吉特等本周值得关注的股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-08-16 06:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.</p><p><blockquote>现在是第二季度财报季的最后几局,零售商们已经准备好挺身而出。沃尔玛(Walmart)和家得宝(Home Depot)将于周二发布报告,劳氏(Lowe's)、塔吉特(Target)和 TJX 将于周三发布报告。Kohl's、Macy's、BJ's Wholesale 和 L Brands 是周四的零售亮点,Foot Locker 将于周五收盘。</blockquote></p><p> The Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.</p><p><blockquote>人口普查局公布的 7 月份零售销售数据也将于本周二公布。经济学家平均预测,继 6 月份上涨 0.6% 之后,上个月经季节性调整后将增长 0.2%。</blockquote></p><p> Major non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.</p><p><blockquote>本周发布业绩的主要非零售公司包括周二发布业绩的 Pandora 和 Krispy Kreme,随后是繁忙的周三:Nvidia、腾讯控股、思科系统、Analog Devices 和 Lumentum Holdings 均发布报告。应用材料公司将于周四发布业绩,Deere将于周五收盘。</blockquote></p><p> Economic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.</p><p><blockquote>本周公布的经济数据包括几项住房市场指标: 周二公布的全国住宅建筑商协会 NAHB/富国银行 8 月份住房市场指数,以及周三公布的人口普查局 7 月份新的住宅建设报告。</blockquote></p><p> Also on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.</p><p><blockquote>同样在周三,美联储货币政策委员会将公布 7 月下旬最后一次会议纪要。然后,世界大型企业联合会将于周四发布 7 月份领先经济指数。</blockquote></p><p> <b>Monday 8/16</b></p><p><blockquote><b>8/16星期一</b></blockquote></p><p> Tencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.</p><p><blockquote>腾讯控股音乐娱乐集团、东京电子和Clear Secure等公司在评级举行了财报会议。</blockquote></p><p> <b>The Federal Reserve</b> Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.</p><p><blockquote><b>美联储</b>纽约银行发布了 8 月份帝国州制造业调查。一致估计读数为26.5。相比之下,7 月份总体商业状况指数上涨了 26 点,创下了 43.0 的历史新高。</blockquote></p><p> <b>Tuesday 8/17</b></p><p><blockquote><b>星期二 8/17</b></blockquote></p><p> BHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.</p><p><blockquote>必和必拓、沃尔玛、家得宝、安捷伦科技、Pandora 和 Krispy Kreme 等公司在评级举办了财报会议。</blockquote></p><p> America’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.</p><p><blockquote>America's Car-Mart、Jack Henry & Associates 和 La-Z-Boy 将在收盘后公布财务业绩,并将于次日上午(8 月 18 日)举行财报评级。</blockquote></p><p> <b>The Federal Reserve</b> releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.</p><p><blockquote><b>美联储</b>发布7月份工业部门产能利用率。共识评级为 75.7%,与 6 月份的 75.4% 相比变化不大。工业生产预计将比 6 月份经季节性调整后的 0.4% 增长 0.5%。</blockquote></p><p> <b>The National Association</b> of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.</p><p><blockquote><b>全国协会</b>住宅建筑商协会发布了8月份的NAHB/富国银行住房市场指数。经济学家预测读数为80,与7月份持平。该指数低于 11 月份创下的 90 点的历史高点。</blockquote></p><p> <b>Federal Reserve Board</b> Chairman Jay Powell will host a virtual town hall with educators and students.</p><p><blockquote><b>联邦储备委员会</b>主席杰伊·鲍威尔将与教育工作者和学生一起主持一个虚拟市政厅。</blockquote></p><p> <b>The Census Bureau reports</b> retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.</p><p><blockquote><b>人口普查局报告</b>7月份零售销售数据。继 6 月份上涨 0.6% 之后,经季节性调整后,预计环比下降 0.3%。不包括汽车,支出预计增长 0.2%,而上月增长 1.3%。</blockquote></p><p> <b>Wednesday 8/18</b></p><p><blockquote><b>星期三 8/18</b></blockquote></p><p> <b>The Federal Open Market</b> Committee releases the minutes from its late-July monetary-policy meeting.</p><p><blockquote><b>联邦公开市场</b>委员会发布了7月下旬货币政策会议纪要。</blockquote></p><p> Cisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.</p><p><blockquote>思科系统公司、劳氏、塔吉特、TJX、腾讯控股控股公司、Brinker International、Analog Devices、Synopsys、Lumentum Holdings 和 Nvidia 在评级举办财报会议。</blockquote></p><p> <b>The Census Bureau’s</b>new residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.</p><p><blockquote><b>人口普查局</b>7 月份的新住宅开工报告预计将显示,经季节性调整后的新屋开工年率为 161.0 万套,低于 6 月份的 164.3 万套。3 月份新屋开工量达到疫情后的峰值 173 万套。</blockquote></p><p> <b>Thursday 8/19</b></p><p><blockquote><b>星期四 8/19</b></blockquote></p><p> BJ’s Wholesale,<b>L Brands</b>, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.</p><p><blockquote>BJ批发商<b>品牌</b>、Applied Materials、Ross Stores、雅诗兰黛、科尔百货、梅西百货、Performance Food Group、Petco Health and Wellness 和 Farfetch 主办评级盈利会议。</blockquote></p><p> <b>The Conference Board</b>releases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.</p><p><blockquote><b>会议委员会</b>发布7月份领先经济指数。继 6 月份上涨 0.7% 后,LEI 预计环比上涨 0.7%。</blockquote></p><p> <b>Friday 8/20</b></p><p><blockquote><b>8/20星期五</b></blockquote></p><p> Deere and Foot Locker host conference calls to discuss financial results.</p><p><blockquote>Deere和Foot Locker主持会议评级讨论财务业绩。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2\">Barrons</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯","TME":"腾讯音乐","TGT":"塔吉特","NVDA":"英伟达",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","WMT":"沃尔玛"},"source_url":"https://www.barrons.com/articles/stocks-to-watch-this-week-51629054047?mod=hp_LEAD_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129589874","content_text":"It’s the late innings of second-quarter earnings season, with retailers ready to step up to the plate. Walmart and Home Depot report on Tuesday, followed by Lowe’s, Target, and TJX on Wednesday. Kohl’s, Macy’s, BJ’s Wholesale, and L Brands are Thursday’s retail highlights, then Foot Locker closes the week on Friday.\nThe Census Bureau’s July retail sales data for July is also out this week, on Tuesday. Economists on average are forecasting a 0.2% seasonally adjusted increase last month, after a 0.6% rise in June.\nMajor non-retail companies releasing results this week include Pandora and Krispy Kreme on Tuesday, followed by a busy Wednesday:Nvidia,Tencent Holdings,CiscoSystems,Analog Devices,and Lumentum Holdings all report.Applied Materials goes on Thursday and Deere closes the week on Friday.\nEconomic data out this week include several housing-market metrics: The National Association of Home Builders’ NAHB/Wells Fargo Housing Market Index for August on Tuesday and the Census Bureau’s new residential construction report for July on Wednesday.\nAlso on Wednesday, the Federal Reserve’s monetary policy committee releases the minutes from its last meeting in late July. Then, the Conference Board publishes its Leading Economic Index for July on Thursday.\nMonday 8/16\nTencent Music Entertainment Group,Tokyo Electron,and Clear Secure are among the companies holding earnings conference calls.\nThe Federal Reserve Bank of New York releases its Empire State Manufacturing Survey for August. The consensus estimate is for a 26.5 reading. That compares with a record high of 43.0 in July, when the general business conditions index rose 26 points.\nTuesday 8/17\nBHP, Walmart, Home Depot,Agilent Technologies,Pandora, and Krispy Kreme are among the companies hosting earnings conference calls.\nAmerica’s Car-Mart,Jack Henry & Associates,and La-Z-Boy report financial results after the market closes and will hold earnings calls the following morning, Aug. 18.\nThe Federal Reserve releases capacity utilization in the industrial sector for July. Consensus calls for a 75.7% reading, little changed from June’s 75.4% reading. Industrial production is seen rising 0.5% from June’s 0.4% seasonally adjusted increase.\nThe National Association of Home Builders releases its NAHB/Wells Fargo Housing Market Index for August. Economists forecast an 80 reading, the same as in July. The index is down from its all-time high of 90 set in November.\nFederal Reserve Board Chairman Jay Powell will host a virtual town hall with educators and students.\nThe Census Bureau reports retail sales data for July. Expectations are for a 0.3% seasonally adjusted month-over-month decrease, following a 0.6% rise in June. Excluding autos, spending is seen rising 0.2%, compared with a 1.3% rise in the previous month.\nWednesday 8/18\nThe Federal Open Market Committee releases the minutes from its late-July monetary-policy meeting.\nCisco Systems, Lowe’s, Target, TJX, Tencent Holdings,Brinker International,Analog Devices,Synopsys,Lumentum Holdings, and Nvidia host earnings conference calls.\nThe Census Bureau’snew residential construction report for July is expected to show the seasonally adjusted annual rate of housing starts at 1.610 million, down from June’s 1.643 million. Housing starts hit a postpandemic peak of 1.73 million in March.\nThursday 8/19\nBJ’s Wholesale,L Brands, Applied Materials,Ross Stores,Estée Lauder,Kohl’s, Macy’s,Performance Food Group,Petco Health and Wellness,and Farfetch host earnings conference calls.\nThe Conference Boardreleases its Leading Economic Index for July. The LEI is expected to increase 0.7% month over month, after gaining 0.7% in June.\nFriday 8/20\nDeere and Foot Locker host conference calls to discuss financial results.","news_type":1,"symbols_score_info":{".SPX":0.9,".DJI":0.9,"NVDA":0.9,"TGT":0.9,"WMT":0.9,"TME":0.9,".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":2231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897703918,"gmtCreate":1628983275234,"gmtModify":1631891113324,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Rally continues","listText":"Rally continues","text":"Rally 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Disney","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/894893522","repostId":"1188620903","repostType":4,"isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895390248,"gmtCreate":1628722831384,"gmtModify":1631891113331,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Don't know if it is good move ","listText":"Don't know if it is good move ","text":"Don't know if it is good 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😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892945013","repostId":"2158035654","repostType":4,"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898998061,"gmtCreate":1628466916153,"gmtModify":1633747048859,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"😂","listText":"😂","text":"😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898998061","repostId":"1136322726","repostType":4,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899273173,"gmtCreate":1628204172692,"gmtModify":1633752751052,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Evs ","listText":"Evs ","text":"Evs","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899273173","repostId":"1173170520","repostType":4,"isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":899187462,"gmtCreate":1628169564756,"gmtModify":1633752994229,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Oh no ","listText":"Oh no ","text":"Oh no","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899187462","repostId":"1151835705","repostType":4,"repost":{"id":"1151835705","kind":"news","pubTimestamp":1628168917,"share":"https://www.laohunote.com/m/news/1151835705?lang=zh_CN&edition=full","pubTime":"2021-08-05 21:08","market":"us","language":"en","title":"Uber, Lyft Drive Investors Away<blockquote>优步、Lyft赶走投资者</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1151835705","media":"The Wall Street Journal","summary":"Ride-hailing companies have spent dearly to compete for the same riders; now they are spending to co","content":"<p> Ride-hailing companies have spent dearly to compete for the same riders; now they are spending to compete for the same drivers. Is the optimal strategy in ride-hailing growth or profits? Investors can’t have it both ways.</p><p><blockquote>网约车公司花费巨资争夺同样的骑手;现在他们正在花钱争夺同样的司机。网约车的最优策略是增长还是利润?投资者不能两全其美。</blockquote></p><p> AfterLyftLYFT-10.56%said it achieved profitability on the basis of adjusted earnings before interest, taxes, depreciation and amortization on Tuesday, Uber said Wednesday that its losses deepened sequentially on that basis as it made investments in driver recovery. Shares of Lyft fell more than 9% the day after its report while Uber’s shares fell 8% in after-hours trading immediately following the release of itssecond quarter results.</p><p><blockquote>继LyftLyft-10.56%表示,周二根据调整后的息税折旧摊销前利润实现盈利后,Uber周三表示,随着对司机康复进行投资,其亏损在此基础上逐步加深。Lyft的股价在报告发布后的第二天下跌了 9% 以上,而 Uber 的股价在发布第二季度业绩后立即在盘后交易中下跌了 8%。</blockquote></p><p> Investors have become uncomfortable with ride-hailing companies paying dearly to compete for the same riders as they work to grow their market share. Now they arepaying to compete for the same driversas theywork to rebuild their supplyafter the pandemic decimated ride-hailing demand.</p><p><blockquote>投资者对打车公司在努力扩大市场份额时支付高额费用来争夺相同的乘客感到不安。现在,他们正在花钱争夺同样的司机,因为他们正在努力在疫情大幅削弱打车需求后重建供应。</blockquote></p><p> They may not be investing equally. Lyft said it significantly increased its investments in incentives and sign-on bonuses to boost its driver base in the second quarter, expecting elevated incentives to continue into the third quarter. But Uber appears to have been more aggressive. While the company reported overall revenue that beat Wall Street’s estimate, it also lost 58% more than analysts had forecast on an adjusted Ebitda basis.</p><p><blockquote>他们可能不会平等地投资。Lyft表示,第二季度大幅增加了在激励措施和签约奖金方面的投资,以扩大其司机基础,预计激励措施的提高将持续到第三季度。但优步似乎更加激进。虽然该公司公布的总收入超出了华尔街的预期,但按调整后的 Ebitda 计算,其亏损也比分析师的预测高出 58%。</blockquote></p><p> At this point, it is still unclear which company’s investment strategy is yielding the most bang for its buck. Lyft said its rideshare rides in the second quarter were still “well below” the levels reached in the fourth quarter of 2019. While not a perfect comparison, Uber’s second quarter trips—a reflection of both supply and demand—were down just over 20% from the same period.</p><p><blockquote>目前,尚不清楚哪家公司的投资策略最划算。Lyft表示,其第二季度的共享乘车量仍 “远低于 ”2019 年第四季度的水平。虽然这并不是一个完美的比较,但 Uber 第二季度的出行次数--反映了供需两方面的情况--比同期下降了 20% 多一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7f98a2ba57a4b018b3db0d420b862bc4\" tg-width=\"338\" tg-height=\"422\" width=\"100%\" height=\"auto\">Lyft’s results show its active riders were still down more than 21% in the second quarter from the same period in 2019. The company also said its sales and marketing expenses as a percentage of revenue in the second quarter were near record lows. This is in part a reflection of its depressed driver count: It isn’t worth over-spending to acquire customers you can’t even service. By contrast, Uber was able to grow its monthly active platform consumers in the second quarter relative to the same period two years ago.</p><p><blockquote>Lyft的结果显示,其第二季度的活跃骑手数量仍比 2019 年同期下降了 21% 以上。该公司还表示,第二季度销售和营销费用占收入的百分比接近历史低点。这在一定程度上反映了其司机数量的低迷: 不值得花太多钱去获取你甚至无法服务的客户。相比之下,与两年前同期相比,优步第二季度的月活跃平台消费者有所增长。</blockquote></p><p> While Lyft was clear this week that it likes its chances as a ride-hailing pure play, Uber continued to stress its unique value proposition marrying consumers’ ride-hailing and food-delivery needs, noting cross-pollination. Investors will now need to place their bets on which strategy will emerge from the pandemic in a more sustainable position.</p><p><blockquote>虽然Lyft本周明确表示,它喜欢作为打车纯业务的机会,但 Uber 继续强调其独特的价值主张,将消费者的打车和送餐需求结合起来,并指出了异花授粉。投资者现在需要押注哪种策略将从疫情中脱颖而出,处于更可持续的地位。</blockquote></p><p> Uber’s Chief Executive Officer Dara Khosrowshahi has said its mobility business has been an even more effective customer acquisition tool for its delivery business than dollars spent on delivery marketing. On Wednesday the company said its consumers who engage with both its mobility and its delivery businesses are now generating nearly half of its overall gross bookings, implying significant customer crossover.</p><p><blockquote>Uber 首席执行官达拉-科斯罗萨希(Dara Khosrowshahi)曾表示,与用于送货营销的资金相比,Uber 的移动业务一直是送货业务更有效的客户获取工具。周三,该公司表示,参与其移动和送货业务的消费者目前占其总预订量的近一半,这意味着客户出现了显着的交叉。</blockquote></p><p> But a leaner business might be easier to control. While Uber continues to expect it won’t turn a profit, even on an adjusted Ebitda basis, until the fourth quarter of this year,Lyft was able to do soearlier, in part by pulling harder on simple levers. The company said revenue per ride increased 7% sequentially in the second quarter, counteracting still depressed ride volume due to driver shortages. Both companies have raised prices on U.S. ride-hailing transactions amid the pandemic. But fresh Edison Trends data show for the week ended July 19, Uber’s consumers spent 24% more on transactions than they did the comparable week last year, while Lyft’s consumers spent 35% more.</p><p><blockquote>但更精简的业务可能更容易控制。虽然 Uber 仍预计要到今年第四季度才能扭亏为盈,即使是调整后的 Ebitda,Lyft 也能更早地扭亏为盈,部分原因是通过更加努力地利用简单的杠杆。该公司表示,第二季度每次乘车的收入环比增长 7%,抵消了因司机短缺而导致的乘车量仍然低迷。疫情期间,两家公司都提高了美国网约车交易的价格。但最新的 Edison Trends 数据显示,在截至 7 月 19 日的一周内,Uber 消费者的交易支出比去年同期增加了 24%,而Lyft消费者的交易支出则增加了 35%。</blockquote></p><p> It is worth noting that, while Lyft has boasted about its ability to achieve so-called profits, it also clearly defined itself on a conference call Tuesday as “a growth company.” All in, its net loss still totaled hundreds of millions in the second quarter, although it narrowed. Meanwhile, Uber seems confident it has found a path to near-term profitability, but it is unclear to what degree further investments in new drivers will be needed as consumer demand continues to improve.</p><p><blockquote>值得注意的是,虽然Lyft吹嘘自己有能力实现所谓的利润,但它也在周二的电话会议上明确将自己定义为 “成长型公司”。总而言之,其第二季度净亏损总额仍达数亿,尽管有所收窄。与此同时,优步似乎有信心找到了近期盈利的道路,但目前尚不清楚随着消费者需求的持续改善,需要在多大程度上进一步投资新司机。</blockquote></p><p> Especially with the Covid-19 Delta variant continuing to spread, investors looking to bank on either strategy today may be left waiting for a ride.</p><p><blockquote>特别是随着 Covid-19 德尔塔变异毒株继续蔓延,今天希望依赖这两种策略的投资者可能只能等待机会。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Uber, Lyft Drive Investors Away<blockquote>优步、Lyft赶走投资者</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUber, Lyft Drive Investors Away<blockquote>优步、Lyft赶走投资者</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-08-05 21:08</span>\n</p>\n</h4>\n</header>\n<article>\n<p> Ride-hailing companies have spent dearly to compete for the same riders; now they are spending to compete for the same drivers. Is the optimal strategy in ride-hailing growth or profits? Investors can’t have it both ways.</p><p><blockquote>网约车公司花费巨资争夺同样的骑手;现在他们正在花钱争夺同样的司机。网约车的最优策略是增长还是利润?投资者不能两全其美。</blockquote></p><p> AfterLyftLYFT-10.56%said it achieved profitability on the basis of adjusted earnings before interest, taxes, depreciation and amortization on Tuesday, Uber said Wednesday that its losses deepened sequentially on that basis as it made investments in driver recovery. Shares of Lyft fell more than 9% the day after its report while Uber’s shares fell 8% in after-hours trading immediately following the release of itssecond quarter results.</p><p><blockquote>继LyftLyft-10.56%表示,周二根据调整后的息税折旧摊销前利润实现盈利后,Uber周三表示,随着对司机康复进行投资,其亏损在此基础上逐步加深。Lyft的股价在报告发布后的第二天下跌了 9% 以上,而 Uber 的股价在发布第二季度业绩后立即在盘后交易中下跌了 8%。</blockquote></p><p> Investors have become uncomfortable with ride-hailing companies paying dearly to compete for the same riders as they work to grow their market share. Now they arepaying to compete for the same driversas theywork to rebuild their supplyafter the pandemic decimated ride-hailing demand.</p><p><blockquote>投资者对打车公司在努力扩大市场份额时支付高额费用来争夺相同的乘客感到不安。现在,他们正在花钱争夺同样的司机,因为他们正在努力在疫情大幅削弱打车需求后重建供应。</blockquote></p><p> They may not be investing equally. Lyft said it significantly increased its investments in incentives and sign-on bonuses to boost its driver base in the second quarter, expecting elevated incentives to continue into the third quarter. But Uber appears to have been more aggressive. While the company reported overall revenue that beat Wall Street’s estimate, it also lost 58% more than analysts had forecast on an adjusted Ebitda basis.</p><p><blockquote>他们可能不会平等地投资。Lyft表示,第二季度大幅增加了在激励措施和签约奖金方面的投资,以扩大其司机基础,预计激励措施的提高将持续到第三季度。但优步似乎更加激进。虽然该公司公布的总收入超出了华尔街的预期,但按调整后的 Ebitda 计算,其亏损也比分析师的预测高出 58%。</blockquote></p><p> At this point, it is still unclear which company’s investment strategy is yielding the most bang for its buck. Lyft said its rideshare rides in the second quarter were still “well below” the levels reached in the fourth quarter of 2019. While not a perfect comparison, Uber’s second quarter trips—a reflection of both supply and demand—were down just over 20% from the same period.</p><p><blockquote>目前,尚不清楚哪家公司的投资策略最划算。Lyft表示,其第二季度的共享乘车量仍 “远低于 ”2019 年第四季度的水平。虽然这并不是一个完美的比较,但 Uber 第二季度的出行次数--反映了供需两方面的情况--比同期下降了 20% 多一点。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/7f98a2ba57a4b018b3db0d420b862bc4\" tg-width=\"338\" tg-height=\"422\" width=\"100%\" height=\"auto\">Lyft’s results show its active riders were still down more than 21% in the second quarter from the same period in 2019. The company also said its sales and marketing expenses as a percentage of revenue in the second quarter were near record lows. This is in part a reflection of its depressed driver count: It isn’t worth over-spending to acquire customers you can’t even service. By contrast, Uber was able to grow its monthly active platform consumers in the second quarter relative to the same period two years ago.</p><p><blockquote>Lyft的结果显示,其第二季度的活跃骑手数量仍比 2019 年同期下降了 21% 以上。该公司还表示,第二季度销售和营销费用占收入的百分比接近历史低点。这在一定程度上反映了其司机数量的低迷: 不值得花太多钱去获取你甚至无法服务的客户。相比之下,与两年前同期相比,优步第二季度的月活跃平台消费者有所增长。</blockquote></p><p> While Lyft was clear this week that it likes its chances as a ride-hailing pure play, Uber continued to stress its unique value proposition marrying consumers’ ride-hailing and food-delivery needs, noting cross-pollination. Investors will now need to place their bets on which strategy will emerge from the pandemic in a more sustainable position.</p><p><blockquote>虽然Lyft本周明确表示,它喜欢作为打车纯业务的机会,但 Uber 继续强调其独特的价值主张,将消费者的打车和送餐需求结合起来,并指出了异花授粉。投资者现在需要押注哪种策略将从疫情中脱颖而出,处于更可持续的地位。</blockquote></p><p> Uber’s Chief Executive Officer Dara Khosrowshahi has said its mobility business has been an even more effective customer acquisition tool for its delivery business than dollars spent on delivery marketing. On Wednesday the company said its consumers who engage with both its mobility and its delivery businesses are now generating nearly half of its overall gross bookings, implying significant customer crossover.</p><p><blockquote>Uber 首席执行官达拉-科斯罗萨希(Dara Khosrowshahi)曾表示,与用于送货营销的资金相比,Uber 的移动业务一直是送货业务更有效的客户获取工具。周三,该公司表示,参与其移动和送货业务的消费者目前占其总预订量的近一半,这意味着客户出现了显着的交叉。</blockquote></p><p> But a leaner business might be easier to control. While Uber continues to expect it won’t turn a profit, even on an adjusted Ebitda basis, until the fourth quarter of this year,Lyft was able to do soearlier, in part by pulling harder on simple levers. The company said revenue per ride increased 7% sequentially in the second quarter, counteracting still depressed ride volume due to driver shortages. Both companies have raised prices on U.S. ride-hailing transactions amid the pandemic. But fresh Edison Trends data show for the week ended July 19, Uber’s consumers spent 24% more on transactions than they did the comparable week last year, while Lyft’s consumers spent 35% more.</p><p><blockquote>但更精简的业务可能更容易控制。虽然 Uber 仍预计要到今年第四季度才能扭亏为盈,即使是调整后的 Ebitda,Lyft 也能更早地扭亏为盈,部分原因是通过更加努力地利用简单的杠杆。该公司表示,第二季度每次乘车的收入环比增长 7%,抵消了因司机短缺而导致的乘车量仍然低迷。疫情期间,两家公司都提高了美国网约车交易的价格。但最新的 Edison Trends 数据显示,在截至 7 月 19 日的一周内,Uber 消费者的交易支出比去年同期增加了 24%,而Lyft消费者的交易支出则增加了 35%。</blockquote></p><p> It is worth noting that, while Lyft has boasted about its ability to achieve so-called profits, it also clearly defined itself on a conference call Tuesday as “a growth company.” All in, its net loss still totaled hundreds of millions in the second quarter, although it narrowed. Meanwhile, Uber seems confident it has found a path to near-term profitability, but it is unclear to what degree further investments in new drivers will be needed as consumer demand continues to improve.</p><p><blockquote>值得注意的是,虽然Lyft吹嘘自己有能力实现所谓的利润,但它也在周二的电话会议上明确将自己定义为 “成长型公司”。总而言之,其第二季度净亏损总额仍达数亿,尽管有所收窄。与此同时,优步似乎有信心找到了近期盈利的道路,但目前尚不清楚随着消费者需求的持续改善,需要在多大程度上进一步投资新司机。</blockquote></p><p> Especially with the Covid-19 Delta variant continuing to spread, investors looking to bank on either strategy today may be left waiting for a ride.</p><p><blockquote>特别是随着 Covid-19 德尔塔变异毒株继续蔓延,今天希望依赖这两种策略的投资者可能只能等待机会。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/uber-lyft-drive-investors-away-11628115638?mod=markets_lead_pos12\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LYFT":"Lyft, Inc.","UBER":"优步"},"source_url":"https://www.wsj.com/articles/uber-lyft-drive-investors-away-11628115638?mod=markets_lead_pos12","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151835705","content_text":"Ride-hailing companies have spent dearly to compete for the same riders; now they are spending to compete for the same drivers.\n\nIs the optimal strategy in ride-hailing growth or profits? Investors can’t have it both ways.\nAfterLyftLYFT-10.56%said it achieved profitability on the basis of adjusted earnings before interest, taxes, depreciation and amortization on Tuesday, Uber said Wednesday that its losses deepened sequentially on that basis as it made investments in driver recovery. Shares of Lyft fell more than 9% the day after its report while Uber’s shares fell 8% in after-hours trading immediately following the release of itssecond quarter results.\nInvestors have become uncomfortable with ride-hailing companies paying dearly to compete for the same riders as they work to grow their market share. Now they arepaying to compete for the same driversas theywork to rebuild their supplyafter the pandemic decimated ride-hailing demand.\nThey may not be investing equally. Lyft said it significantly increased its investments in incentives and sign-on bonuses to boost its driver base in the second quarter, expecting elevated incentives to continue into the third quarter. But Uber appears to have been more aggressive. While the company reported overall revenue that beat Wall Street’s estimate, it also lost 58% more than analysts had forecast on an adjusted Ebitda basis.\nAt this point, it is still unclear which company’s investment strategy is yielding the most bang for its buck. Lyft said its rideshare rides in the second quarter were still “well below” the levels reached in the fourth quarter of 2019. While not a perfect comparison, Uber’s second quarter trips—a reflection of both supply and demand—were down just over 20% from the same period.\nLyft’s results show its active riders were still down more than 21% in the second quarter from the same period in 2019. The company also said its sales and marketing expenses as a percentage of revenue in the second quarter were near record lows. This is in part a reflection of its depressed driver count: It isn’t worth over-spending to acquire customers you can’t even service. By contrast, Uber was able to grow its monthly active platform consumers in the second quarter relative to the same period two years ago.\nWhile Lyft was clear this week that it likes its chances as a ride-hailing pure play, Uber continued to stress its unique value proposition marrying consumers’ ride-hailing and food-delivery needs, noting cross-pollination. Investors will now need to place their bets on which strategy will emerge from the pandemic in a more sustainable position.\nUber’s Chief Executive Officer Dara Khosrowshahi has said its mobility business has been an even more effective customer acquisition tool for its delivery business than dollars spent on delivery marketing. On Wednesday the company said its consumers who engage with both its mobility and its delivery businesses are now generating nearly half of its overall gross bookings, implying significant customer crossover.\nBut a leaner business might be easier to control. While Uber continues to expect it won’t turn a profit, even on an adjusted Ebitda basis, until the fourth quarter of this year,Lyft was able to do soearlier, in part by pulling harder on simple levers. The company said revenue per ride increased 7% sequentially in the second quarter, counteracting still depressed ride volume due to driver shortages. Both companies have raised prices on U.S. ride-hailing transactions amid the pandemic. But fresh Edison Trends data show for the week ended July 19, Uber’s consumers spent 24% more on transactions than they did the comparable week last year, while Lyft’s consumers spent 35% more.\nIt is worth noting that, while Lyft has boasted about its ability to achieve so-called profits, it also clearly defined itself on a conference call Tuesday as “a growth company.” All in, its net loss still totaled hundreds of millions in the second quarter, although it narrowed. Meanwhile, Uber seems confident it has found a path to near-term profitability, but it is unclear to what degree further investments in new drivers will be needed as consumer demand continues to improve.\nEspecially with the Covid-19 Delta variant continuing to spread, investors looking to bank on either strategy today may be left waiting for a ride.","news_type":1,"symbols_score_info":{"LYFT":0.9,"UBER":0.9}},"isVote":1,"tweetType":1,"viewCount":979,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":807640990,"gmtCreate":1628036283210,"gmtModify":1631884081526,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"New High again, nice ","listText":"New High again, nice ","text":"New High again, nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/807640990","repostId":"2156312793","repostType":4,"isVote":1,"tweetType":1,"viewCount":835,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804393405,"gmtCreate":1627919788907,"gmtModify":1633755236907,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Interesting","listText":"Interesting","text":"Interesting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804393405","repostId":"1191539307","repostType":4,"isVote":1,"tweetType":1,"viewCount":1022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802502145,"gmtCreate":1627785841487,"gmtModify":1633756410116,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Good results but still drop? ","listText":"Good results but still drop? ","text":"Good results but still drop?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802502145","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":802092102,"gmtCreate":1627697852906,"gmtModify":1633757019349,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"What's next ","listText":"What's next ","text":"What's next","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802092102","repostId":"2155001152","repostType":4,"isVote":1,"tweetType":1,"viewCount":1016,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":838597236,"gmtCreate":1629418124425,"gmtModify":1631891113314,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"At crossroads? ","listText":"At crossroads? ","text":"At crossroads?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/838597236","repostId":"2160915795","repostType":4,"isVote":1,"tweetType":1,"viewCount":2492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":818132838,"gmtCreate":1630382473724,"gmtModify":1704959468878,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Fly","listText":"Fly","text":"Fly","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/818132838","repostId":"2163833181","repostType":4,"isVote":1,"tweetType":1,"viewCount":2357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179608179,"gmtCreate":1626510444791,"gmtModify":1633926119858,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Is market still at fair value? ","listText":"Is market still at fair value? ","text":"Is market still at fair value?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/179608179","repostId":"1198202103","repostType":4,"isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178569573,"gmtCreate":1626827842792,"gmtModify":1633770662276,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Short squeeze","listText":"Short squeeze","text":"Short squeeze","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178569573","repostId":"2153697466","repostType":4,"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834051366,"gmtCreate":1629763711455,"gmtModify":1631891113306,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/834051366","repostId":"2161777891","repostType":4,"isVote":1,"tweetType":1,"viewCount":2239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":895390248,"gmtCreate":1628722831384,"gmtModify":1631891113331,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Don't know if it is good move ","listText":"Don't know if it is good move ","text":"Don't know if it is good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/895390248","repostId":"1149859103","repostType":4,"isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":176715969,"gmtCreate":1626915874351,"gmtModify":1633769798852,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"What's the market reaction to this? ","listText":"What's the market reaction to this? ","text":"What's the market reaction to this?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176715969","repostId":"1156050009","repostType":4,"repost":{"id":"1156050009","kind":"news","pubTimestamp":1626915553,"share":"https://www.laohunote.com/m/news/1156050009?lang=zh_CN&edition=full","pubTime":"2021-07-22 08:59","market":"us","language":"en","title":"Texas Instruments Forecast Stokes Concern Over Chip Demand<blockquote>德州仪器预测斯托克斯对芯片需求的担忧</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1156050009","media":"Bloomberg","summary":"(Bloomberg) -- Texas Instruments Inc. gave a revenue forecast for the current period that disappoint","content":"<p><div> (Bloomberg) -- Texas Instruments Inc. gave a revenue forecast for the current period that disappointed some investors, raising concerns that a jump in chip demand caused by the pandemic will be short-...</p><p><blockquote><div>(彭博社)——德州仪器公司(Texas Instruments Inc.)给出的本期收入预测令一些投资者感到失望,引发了人们的担忧,即大流行导致的芯片需求激增将是短暂的。</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Texas Instruments Forecast Stokes Concern Over Chip Demand<blockquote>德州仪器预测斯托克斯对芯片需求的担忧</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTexas Instruments Forecast Stokes Concern Over Chip Demand<blockquote>德州仪器预测斯托克斯对芯片需求的担忧</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-22 08:59</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Texas Instruments Inc. gave a revenue forecast for the current period that disappointed some investors, raising concerns that a jump in chip demand caused by the pandemic will be short-...</p><p><blockquote><div>(彭博社)——德州仪器公司(Texas Instruments Inc.)给出的本期收入预测令一些投资者感到失望,引发了人们的担忧,即大流行导致的芯片需求激增将是短暂的。</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TXN":"德州仪器"},"source_url":"https://finance.yahoo.com/news/texas-instruments-sales-forecast-stirs-202527038.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156050009","content_text":"(Bloomberg) -- Texas Instruments Inc. gave a revenue forecast for the current period that disappointed some investors, raising concerns that a jump in chip demand caused by the pandemic will be short-lived. The stock fell in extended trading.Sales will be $4.4 billion to $4.76 billion in the period ending in September, Texas Instruments said Wednesday in a statement. Profit will be $1.87 to $2.13 a share, the company said. On average, analysts predicted profit of $1.97 a share and sales of $4.59 billion, according to data compiled by Bloomberg.\nLike other chipmakers, Texas Instruments has posted multiple quarters of double-digit percentage revenue growth, boosted by demand for a wide variety of devices that contain its tiny electronic components. The rapid run-up has caused speculation among analysts and investors that some of the orders reflect panic buying by customers who have grown anxious they won’t be able get enough supply. Such behavior in the past has caused crashes.\nThe Dallas-based company has tens of thousands of products and more than 100,000 customers who make everything from phones to military hardware. That reach as the largest manufacturer of analog and embedded processing chips makes the company a bellwether for electronics demand. A large chunk of its products go into industrial machinery.\nTexas Instruments’ management said the amount of in-house inventory fell to 111 days in the quarter, well short of the 130 to 190 days the company likes to have on hand. Lead times, the period between placing an order and delivery to customers, have stretched for an increasing number of products. Despite numerous questions on a conference call with analysts, management declined to say whether they think demand is peaking or whether growth at the current levels is sustainable.\n“Our job isn’t to predict the future, it’s to prepare the company so we can handle anything and we’ve done that,” Chief Financial Officer Rafael Lizardi said in an interview. “Some would argue that this time it’s different, but that’s a dangerous argument.”\nLizardi emphasized that Texas Instruments’ high level of in-house manufacturing made the company more nimble in responding to the increase in demand. When competitors cut production last year, his company increased output and built inventory. Many chipmakers outsource large amounts of their manufacturing, and some have never owned a plant of their own. Texas Instruments has factories that provide about 80% of its own needs.\nTexas Instruments shares have kept pace with the overall advances by chip stocks this year, gaining 18% to $194.24 at the close. The stock fell about 4.2% in extended trading after the results were announced.\nIn the second quarter, net income rose to $1.93 billion, or $2.05 per share, from $1.38 billion, or $1.48 a share, a year earlier. Revenue increased 41% to $4.58 billion. Analysts, on average, estimated $4.36 billion.\nEarlier this month Texas Instruments said it’s buying a plant in Lehi, Utah, from Micron Technology Inc. for $900 million. The company is taking the lead in using relatively advanced plants for chips that have typically not required the kind of production necessary for Intel Corp.’s microprocessors or Micron’s computer memory. That’s giving Texas Instruments an advantage in cost and control of its own supply, the company has argued.","news_type":1,"symbols_score_info":{"TXN":0.9}},"isVote":1,"tweetType":1,"viewCount":795,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":173580822,"gmtCreate":1626669854066,"gmtModify":1633925053985,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Is this serious? ","listText":"Is this serious? ","text":"Is this serious?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/173580822","repostId":"1197809141","repostType":4,"repost":{"id":"1197809141","kind":"news","pubTimestamp":1626666663,"share":"https://www.laohunote.com/m/news/1197809141?lang=zh_CN&edition=full","pubTime":"2021-07-19 11:51","market":"hk","language":"en","title":"Evergrande Shares, Bonds Slump After Unit’s Bank Deposit Frozen<blockquote>恒大银行存款被冻结后,恒大股票和债券暴跌</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1197809141","media":"Bloomberg","summary":"(Bloomberg) -- China Evergrande Group’s shares and dollar bonds slumped after a court ordered the fr","content":"<p><div> (Bloomberg) -- China Evergrande Group’s shares and dollar bonds slumped after a court ordered the freezing of a bank deposit held by its onshore division, raising concern over the company’s ability to...</p><p><blockquote><div>(彭博社)--在法院下令冻结中国恒大集团在岸部门持有的银行存款后,中国恒大集团的股票和美元债券暴跌,这引发了人们对该公司有能力...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/evergrande-shares-bonds-slump-unit-022737268.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/evergrande-shares-bonds-slump-unit-022737268.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Evergrande Shares, Bonds Slump After Unit’s Bank Deposit Frozen<blockquote>恒大银行存款被冻结后,恒大股票和债券暴跌</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEvergrande Shares, Bonds Slump After Unit’s Bank Deposit Frozen<blockquote>恒大银行存款被冻结后,恒大股票和债券暴跌</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-19 11:51</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- China Evergrande Group’s shares and dollar bonds slumped after a court ordered the freezing of a bank deposit held by its onshore division, raising concern over the company’s ability to...</p><p><blockquote><div>(彭博社)--在法院下令冻结中国恒大集团在岸部门持有的银行存款后,中国恒大集团的股票和美元债券暴跌,这引发了人们对该公司有能力...</div></blockquote></p><p> <a href=\"https://finance.yahoo.com/news/evergrande-shares-bonds-slump-unit-022737268.html\">网页链接</a> </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/evergrande-shares-bonds-slump-unit-022737268.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://finance.yahoo.com/news/evergrande-shares-bonds-slump-unit-022737268.html\">Bloomberg</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://finance.yahoo.com/news/evergrande-shares-bonds-slump-unit-022737268.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197809141","content_text":"(Bloomberg) -- China Evergrande Group’s shares and dollar bonds slumped after a court ordered the freezing of a bank deposit held by its onshore division, raising concern over the company’s ability to repay debts.\nThe stock tumbled almost 7% on Monday in Hong Kong trading, while Evergrande’s dollar bond due 2025 fell 2.3 cents on the dollar to 62.7 cents, set for its biggest drop in nearly two weeks, Bloomberg-compiled prices show.\nA court in Jiangsu province ordered the freezing of a 132 million yuan ($20 million) bank deposit held by Hengda Real Estate Group and its unit at the request of China Guangfa Bank Co., according to a court ruling released on July 13 that circulated among traders over the weekend. China Chengxin International Credit Rating Co., the country’s largest credit risk assessor, previously added Hengda Real Estate to a watch list, partly because of past-due commercial bill payments.\nThe news deepens concern over the financial health of China’s most indebted developer as Beijing cracks down on excess leverage in the property sector. Founder Hui Ka Yan met last month with officials from the country’s top financial regulator, who urged him to solve Evergrande’s cashflow problems as quickly as possible.\n“Evergrande is on the brink of a crisis,” said Shen Chen, a partner at Shanghai Maoliang Investment Management LLP. “The application for asset freezing and the recent overdue commercial bills indicate that Evergrande’s debt and liquidity situation is deteriorating. The company may find it more difficult to raise funding in the future, whether in public bond markets or shadow banking activities such as trust loans.”\nEvergrande’s main onshore subsidiary had about $32 billion of commercial bills outstanding as of December, the most of any major Chinese real estate company. Some bills issued by its units were earlier this month trading in the secondary market at implied yields as high as 36%, after a series of missed payments this year.\nGuangfa Bank said “the situation is urgent and its legal interest will be irrevocably damaged if it doesn’t immediately file the asset freeze petition,” according to the ruling.\nA representative for Evergrande didn’t immediately respond to an emailed request for comment on Monday.\nThe latest news also triggered speculation Evergrande may struggle to get approval for a special dividend at a meeting next week. The stock had jumped almost 10% on Friday after Evergrande said it will consider an additional payout to shore up its share price, which has been trading near a four-year low.\nThe stock has fallen 33% in the past three months to lead declines on the MSCI China Real Estate Index. The shares last last traded down 4.5%.","news_type":1,"symbols_score_info":{"03333":0.9}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":145442580,"gmtCreate":1626241261240,"gmtModify":1633928697097,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"I think it might recover fast ","listText":"I think it might recover fast ","text":"I think it might recover fast","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/145442580","repostId":"1153026784","repostType":4,"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142247522,"gmtCreate":1626156964666,"gmtModify":1633929546850,"author":{"id":"4087877467924400","authorId":"4087877467924400","name":"28cf08a2","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087877467924400","authorIdStr":"4087877467924400"},"themes":[],"title":"","htmlText":"Which is the best bank to consider ","listText":"Which is the best bank to consider ","text":"Which is the best bank to consider","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142247522","repostId":"1175899084","repostType":4,"repost":{"id":"1175899084","kind":"news","pubTimestamp":1626155018,"share":"https://www.laohunote.com/m/news/1175899084?lang=zh_CN&edition=full","pubTime":"2021-07-13 13:43","market":"us","language":"en","title":"Banks Struggled Last Year, but Now They Are Set for Big Profits<blockquote>银行去年举步维艰,但现在它们将获得巨额利润</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1175899084","media":"The Wall Street Journal","summary":"JPMorgan, Goldman Sachs and other big banks are expected to report large second-quarter gains this w","content":"<p> JPMorgan, Goldman Sachs and other big banks are expected to report large second-quarter gains this week. The economic recovery is looking good for the biggest U.S. banks.</p><p><blockquote>摩根大通、高盛和其他大银行预计本周将公布第二季度大幅收益。对于美国最大的银行来说,经济复苏看起来不错。</blockquote></p><p> Major players such asJPMorgan ChaseJPM1.43%& Co. andCitigroupInc.C1.45%are expected this week to report second-quarter profit gains, a U-turn from a year ago when they were girding for a wave of Covid-19-related loan defaults.</p><p><blockquote>摩根大通 (JPMorgan ChaseJPM1.43%&Co.) 和花旗集团 (CitigroupINC.C1.45%) 等主要参与者预计将于本周公布第二季度利润增长,与一年前相比发生了180度大转弯,当时他们正准备应对一波与 Covid-19 相关的贷款违约。</blockquote></p><p> At the same time, there are obstacles. For example, the trading businesses that thrived in the chaos of the pandemic are slowing down.</p><p><blockquote>与此同时,也存在障碍。例如,在疫情混乱中蓬勃发展的贸易业务正在放缓。</blockquote></p><p> JPMorganJPM1.43%andGoldman Sachs GroupInc.report results Tuesday, followed by Citigroup,Bank of AmericaCorp.andWells Fargo& Co. on Wednesday.Morgan Stanleyreleases results on Thursday.</p><p><blockquote>摩根大通JPM1.43%和高盛集团周二公布业绩,花旗集团、美国银行和富国银行周三公布业绩。摩根士丹利周四公布业绩。</blockquote></p><p> A year ago, banks were socking away billions of dollars to prepare for soured loans. But as the economic outlook has brightened,banks have started releasing reserves, boosting their earnings. Banks could report second-quarter per-share profits that are 40% higher than the same period a year ago, according to analysts at Keefe, Bruyette & Woods.</p><p><blockquote>一年前,银行正在囤积数十亿美元,为不良贷款做准备。但随着经济前景的好转,银行已经开始释放准备金,从而提高了盈利。Keefe, Bruyette & Woods 分析师表示,银行第二季度每股利润可能比去年同期高出 40%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8260467268cca273e41047edf0c891f8\" tg-width=\"741\" tg-height=\"525\" referrerpolicy=\"no-referrer\">However,the trading boom that powered banksthrough the pandemic wasn’t repeated in the second quarter. Citigroup and JPMorgan executives have said trading revenues would be down 30% or more compared with a year ago. That could amount to losing about 10% of total revenue at each bank.</p><p><blockquote>然而,推动银行度过大流行病的交易热潮并没有在第二季度重演。花旗集团和摩根大通高管表示,与一年前相比,交易收入将下降 30% 或更多。这可能相当于每家银行总收入的损失约 10%。</blockquote></p><p> “We believe that this summer represents the acid test for whether normalized trading levels will be higher than pre-pandemic,” Goldman analysts wrote.</p><p><blockquote>“高盛分析师写道:”我们认为,今年夏天将是对正常化交易水平是否会高于大流行前的一次严峻考验。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/302721437b14cdae7ae901829b12fc18\" tg-width=\"731\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Loan demand has been tepid, and low interest rates have dampened the profits that banks can make when they do lend. The industry’s net-interest margin, a key measure of lending profitability, hit a historic low in the first quarter, and analysts expect roughly the same for the second quarter.</p><p><blockquote>贷款需求一直不温不火,低利率抑制了银行放贷时的利润。作为衡量贷款盈利能力的关键指标,该行业的净息差在第一季度创下历史新低,分析师预计第二季度也将大致相同。</blockquote></p><p> Rising interest rates andincreased lending, particularly to consumers, would provide a double-barreled lift, but it is still unclear when either will happen. Autonomous Research is predicting 2021 net-interest income declines at the big banks, noting executives “have recently been moderating their expectations (without completely giving up hope).”</p><p><blockquote>利率上升和贷款增加(尤其是对消费者的贷款)将带来双重提振,但目前尚不清楚这两种情况何时会发生。Autonomous Research 预测大银行 2021 年净利息收入将下降,并指出高管们 “最近一直在降低预期(但没有完全放弃希望)”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/84b4274104e83eeee3e4278c0d7eebf8\" tg-width=\"737\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Banks have plenty of money to lend—more than enough, in fact. Many companies are still hoarding cash, and there is now $17 trillion in deposits at U.S. commercial banks, according to data from the Federal Reserve. That is up nearly 30% since the start of 2020, or $3.8 trillion, equal to the size of the whole pot in 2001.</p><p><blockquote>银行有足够的钱可以放贷——事实上,绰绰有余。根据美联储的数据,许多公司仍在囤积现金,目前美国商业银行有 17 万亿美元的存款。自 2020 年初以来,这一数字增长了近 30%,即 3.8 万亿美元,相当于 2001 年整个资金的规模。</blockquote></p><p> The excess cash is dragging down margins because banks aren’t earning much on it. Barclays PLC analysts estimate average pretax profits would be 5% higher if that excess cash could be put to work at better interest rates.</p><p><blockquote>过剩的现金拖累了利润率,因为银行从中赚的钱并不多。巴克莱银行 (Barclays PLC) 分析师估计,如果多余现金能够以更好的利率投入使用,平均税前利润将增长 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/539c1dcc796d5a3351a3c376748f8811\" tg-width=\"740\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The biggest banks shelled out money during the depths of the pandemic to waive customer fees and get employees set up to work from home. Now they are trying to reel expenses back in.</p><p><blockquote>在疫情最严重的时候,最大的银行斥资免除客户费用,并让员工在家工作。现在他们正试图收回开支。</blockquote></p><p> Bank of America Chief Financial Officer Paul Donofrio said on thefirst-quarter earnings callwith analysts: “We’re sitting here in the middle of a pandemic with a lot of Covid expenses that have been a little bit more sticky than we had all hoped, but they’re going to come out. There’s no question about that.”</p><p><blockquote>美国银行首席财务官保罗-多诺弗里奥(Paul Donofrio)在与分析师举行的第一季度财报电话会议上说: “我们正处于大流行病之中,Covid 的大量支出比我们预想的要粘一些,但它们终将到来。这是毫无疑问的”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/342037d2e14b034f8b8f0b55d6ec244f\" tg-width=\"758\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The KBW Nasdaq Bank Index has risen 27% in 2021, topping the S&P 500’s 16% increase. Where the bank-stock rally goes from here will depend partly on how much banks lift their dividends and buy back their shares. The Fed had limited shareholder returns during the pandemic, butremoved restrictionsat the end of June. The six biggest bankscollectively have already raised their per-share dividends40% for the third quarter and some announced new buyback programs, but additional details may surface in earnings reports.</p><p><blockquote>KBW 纳斯达克银行指数在 2021 年上涨了 27%,超过了标普500 16% 的涨幅。银行股的涨势将在一定程度上取决于银行提高股息和回购股票的程度。美联储在疫情期间限制了股东回报,但在 6 月底取消了限制。六家最大的银行已经将第三季度的每股股息提高了40%,一些银行还宣布了新的回购计划,但更多细节可能会在收益报告中浮出水面。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/18d1ad9199f6668308fe22f4bfd30210\" tg-width=\"746\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Banks Struggled Last Year, but Now They Are Set for Big Profits<blockquote>银行去年举步维艰,但现在它们将获得巨额利润</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBanks Struggled Last Year, but Now They Are Set for Big Profits<blockquote>银行去年举步维艰,但现在它们将获得巨额利润</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">The Wall Street Journal</strong><span class=\"h-time small\">2021-07-13 13:43</span>\n</p>\n</h4>\n</header>\n<article>\n<p> JPMorgan, Goldman Sachs and other big banks are expected to report large second-quarter gains this week. The economic recovery is looking good for the biggest U.S. banks.</p><p><blockquote>摩根大通、高盛和其他大银行预计本周将公布第二季度大幅收益。对于美国最大的银行来说,经济复苏看起来不错。</blockquote></p><p> Major players such asJPMorgan ChaseJPM1.43%& Co. andCitigroupInc.C1.45%are expected this week to report second-quarter profit gains, a U-turn from a year ago when they were girding for a wave of Covid-19-related loan defaults.</p><p><blockquote>摩根大通 (JPMorgan ChaseJPM1.43%&Co.) 和花旗集团 (CitigroupINC.C1.45%) 等主要参与者预计将于本周公布第二季度利润增长,与一年前相比发生了180度大转弯,当时他们正准备应对一波与 Covid-19 相关的贷款违约。</blockquote></p><p> At the same time, there are obstacles. For example, the trading businesses that thrived in the chaos of the pandemic are slowing down.</p><p><blockquote>与此同时,也存在障碍。例如,在疫情混乱中蓬勃发展的贸易业务正在放缓。</blockquote></p><p> JPMorganJPM1.43%andGoldman Sachs GroupInc.report results Tuesday, followed by Citigroup,Bank of AmericaCorp.andWells Fargo& Co. on Wednesday.Morgan Stanleyreleases results on Thursday.</p><p><blockquote>摩根大通JPM1.43%和高盛集团周二公布业绩,花旗集团、美国银行和富国银行周三公布业绩。摩根士丹利周四公布业绩。</blockquote></p><p> A year ago, banks were socking away billions of dollars to prepare for soured loans. But as the economic outlook has brightened,banks have started releasing reserves, boosting their earnings. Banks could report second-quarter per-share profits that are 40% higher than the same period a year ago, according to analysts at Keefe, Bruyette & Woods.</p><p><blockquote>一年前,银行正在囤积数十亿美元,为不良贷款做准备。但随着经济前景的好转,银行已经开始释放准备金,从而提高了盈利。Keefe, Bruyette & Woods 分析师表示,银行第二季度每股利润可能比去年同期高出 40%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/8260467268cca273e41047edf0c891f8\" tg-width=\"741\" tg-height=\"525\" referrerpolicy=\"no-referrer\">However,the trading boom that powered banksthrough the pandemic wasn’t repeated in the second quarter. Citigroup and JPMorgan executives have said trading revenues would be down 30% or more compared with a year ago. That could amount to losing about 10% of total revenue at each bank.</p><p><blockquote>然而,推动银行度过大流行病的交易热潮并没有在第二季度重演。花旗集团和摩根大通高管表示,与一年前相比,交易收入将下降 30% 或更多。这可能相当于每家银行总收入的损失约 10%。</blockquote></p><p> “We believe that this summer represents the acid test for whether normalized trading levels will be higher than pre-pandemic,” Goldman analysts wrote.</p><p><blockquote>“高盛分析师写道:”我们认为,今年夏天将是对正常化交易水平是否会高于大流行前的一次严峻考验。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/302721437b14cdae7ae901829b12fc18\" tg-width=\"731\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Loan demand has been tepid, and low interest rates have dampened the profits that banks can make when they do lend. The industry’s net-interest margin, a key measure of lending profitability, hit a historic low in the first quarter, and analysts expect roughly the same for the second quarter.</p><p><blockquote>贷款需求一直不温不火,低利率抑制了银行放贷时的利润。作为衡量贷款盈利能力的关键指标,该行业的净息差在第一季度创下历史新低,分析师预计第二季度也将大致相同。</blockquote></p><p> Rising interest rates andincreased lending, particularly to consumers, would provide a double-barreled lift, but it is still unclear when either will happen. Autonomous Research is predicting 2021 net-interest income declines at the big banks, noting executives “have recently been moderating their expectations (without completely giving up hope).”</p><p><blockquote>利率上升和贷款增加(尤其是对消费者的贷款)将带来双重提振,但目前尚不清楚这两种情况何时会发生。Autonomous Research 预测大银行 2021 年净利息收入将下降,并指出高管们 “最近一直在降低预期(但没有完全放弃希望)”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/84b4274104e83eeee3e4278c0d7eebf8\" tg-width=\"737\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> Banks have plenty of money to lend—more than enough, in fact. Many companies are still hoarding cash, and there is now $17 trillion in deposits at U.S. commercial banks, according to data from the Federal Reserve. That is up nearly 30% since the start of 2020, or $3.8 trillion, equal to the size of the whole pot in 2001.</p><p><blockquote>银行有足够的钱可以放贷——事实上,绰绰有余。根据美联储的数据,许多公司仍在囤积现金,目前美国商业银行有 17 万亿美元的存款。自 2020 年初以来,这一数字增长了近 30%,即 3.8 万亿美元,相当于 2001 年整个资金的规模。</blockquote></p><p> The excess cash is dragging down margins because banks aren’t earning much on it. Barclays PLC analysts estimate average pretax profits would be 5% higher if that excess cash could be put to work at better interest rates.</p><p><blockquote>过剩的现金拖累了利润率,因为银行从中赚的钱并不多。巴克莱银行 (Barclays PLC) 分析师估计,如果多余现金能够以更好的利率投入使用,平均税前利润将增长 5%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/539c1dcc796d5a3351a3c376748f8811\" tg-width=\"740\" tg-height=\"519\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The biggest banks shelled out money during the depths of the pandemic to waive customer fees and get employees set up to work from home. Now they are trying to reel expenses back in.</p><p><blockquote>在疫情最严重的时候,最大的银行斥资免除客户费用,并让员工在家工作。现在他们正试图收回开支。</blockquote></p><p> Bank of America Chief Financial Officer Paul Donofrio said on thefirst-quarter earnings callwith analysts: “We’re sitting here in the middle of a pandemic with a lot of Covid expenses that have been a little bit more sticky than we had all hoped, but they’re going to come out. There’s no question about that.”</p><p><blockquote>美国银行首席财务官保罗-多诺弗里奥(Paul Donofrio)在与分析师举行的第一季度财报电话会议上说: “我们正处于大流行病之中,Covid 的大量支出比我们预想的要粘一些,但它们终将到来。这是毫无疑问的”。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/342037d2e14b034f8b8f0b55d6ec244f\" tg-width=\"758\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p> The KBW Nasdaq Bank Index has risen 27% in 2021, topping the S&P 500’s 16% increase. Where the bank-stock rally goes from here will depend partly on how much banks lift their dividends and buy back their shares. The Fed had limited shareholder returns during the pandemic, butremoved restrictionsat the end of June. The six biggest bankscollectively have already raised their per-share dividends40% for the third quarter and some announced new buyback programs, but additional details may surface in earnings reports.</p><p><blockquote>KBW 纳斯达克银行指数在 2021 年上涨了 27%,超过了标普500 16% 的涨幅。银行股的涨势将在一定程度上取决于银行提高股息和回购股票的程度。美联储在疫情期间限制了股东回报,但在 6 月底取消了限制。六家最大的银行已经将第三季度的每股股息提高了40%,一些银行还宣布了新的回购计划,但更多细节可能会在收益报告中浮出水面。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/18d1ad9199f6668308fe22f4bfd30210\" tg-width=\"746\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源:<a href=\"https://www.wsj.com/articles/banks-struggled-last-year-but-now-they-are-set-for-big-profits-11626082202?mod=markets_lead_pos6\">The Wall Street Journal</a></p>\n<p>为提升您的阅读体验,我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BAC":"美国银行","GS":"高盛","MS":"摩根士丹利","WFC":"富国银行","C":"花旗","JPM":"摩根大通"},"source_url":"https://www.wsj.com/articles/banks-struggled-last-year-but-now-they-are-set-for-big-profits-11626082202?mod=markets_lead_pos6","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175899084","content_text":"JPMorgan, Goldman Sachs and other big banks are expected to report large second-quarter gains this week.\n\nThe economic recovery is looking good for the biggest U.S. banks.\nMajor players such asJPMorgan ChaseJPM1.43%& Co. andCitigroupInc.C1.45%are expected this week to report second-quarter profit gains, a U-turn from a year ago when they were girding for a wave of Covid-19-related loan defaults.\nAt the same time, there are obstacles. For example, the trading businesses that thrived in the chaos of the pandemic are slowing down.\nJPMorganJPM1.43%andGoldman Sachs GroupInc.report results Tuesday, followed by Citigroup,Bank of AmericaCorp.andWells Fargo& Co. on Wednesday.Morgan Stanleyreleases results on Thursday.\nA year ago, banks were socking away billions of dollars to prepare for soured loans. But as the economic outlook has brightened,banks have started releasing reserves, boosting their earnings. Banks could report second-quarter per-share profits that are 40% higher than the same period a year ago, according to analysts at Keefe, Bruyette & Woods.\nHowever,the trading boom that powered banksthrough the pandemic wasn’t repeated in the second quarter. Citigroup and JPMorgan executives have said trading revenues would be down 30% or more compared with a year ago. That could amount to losing about 10% of total revenue at each bank.\n“We believe that this summer represents the acid test for whether normalized trading levels will be higher than pre-pandemic,” Goldman analysts wrote.\n\nLoan demand has been tepid, and low interest rates have dampened the profits that banks can make when they do lend. The industry’s net-interest margin, a key measure of lending profitability, hit a historic low in the first quarter, and analysts expect roughly the same for the second quarter.\nRising interest rates andincreased lending, particularly to consumers, would provide a double-barreled lift, but it is still unclear when either will happen. Autonomous Research is predicting 2021 net-interest income declines at the big banks, noting executives “have recently been moderating their expectations (without completely giving up hope).”\n\nBanks have plenty of money to lend—more than enough, in fact. Many companies are still hoarding cash, and there is now $17 trillion in deposits at U.S. commercial banks, according to data from the Federal Reserve. That is up nearly 30% since the start of 2020, or $3.8 trillion, equal to the size of the whole pot in 2001.\nThe excess cash is dragging down margins because banks aren’t earning much on it. Barclays PLC analysts estimate average pretax profits would be 5% higher if that excess cash could be put to work at better interest rates.\n\nThe biggest banks shelled out money during the depths of the pandemic to waive customer fees and get employees set up to work from home. Now they are trying to reel expenses back in.\nBank of America Chief Financial Officer Paul Donofrio said on thefirst-quarter earnings callwith analysts: “We’re sitting here in the middle of a pandemic with a lot of Covid expenses that have been a little bit more sticky than we had all hoped, but they’re going to come out. There’s no question about that.”\n\nThe KBW Nasdaq Bank Index has risen 27% in 2021, topping the S&P 500’s 16% increase. Where the bank-stock rally goes from here will depend partly on how much banks lift their dividends and buy back their shares. The Fed had limited shareholder returns during the pandemic, butremoved restrictionsat the end of June. The six biggest bankscollectively have already raised their per-share dividends40% for the third quarter and some announced new buyback programs, but additional details may surface in earnings reports.","news_type":1,"symbols_score_info":{"JPM":0.9,"GS":0.9,"MS":0.9,"WFC":0.9,"BAC":0.9,"C":0.9}},"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}